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Avior Wealth Management’s Shenandoah Telecom SHEN Stock Holding History

Avior Wealth Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11
Closed -$191 – 3484
2024
Q1 		$191 Buy
+11
New +$213 ﹤0.01% 2888

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's SHEN Position: Q2 2024 in Review

Avior Wealth Management sold out of Shenandoah Telecom (SHEN) in Q2 2024, closing a stake of 11 shares — an estimated $191 sold.

Avior Wealth Management first reported a position in SHEN in Q1 2024 and held it in 1 quarter. The position peaked at $191 in Q1 2024. 143 funds tracked by Wall St. Rank hold SHEN as of Q2 2024.

  • Avior Wealth Management reported no remaining Shenandoah Telecom position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 Shenandoah Telecom shares in Q2 2024, an estimated $191.
  • Avior Wealth Management first reported a position in Shenandoah Telecom in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Shenandoah Telecom position peaked at $191 in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.